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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 2001 W CAMELBACK RD · PHOENIX, AZ 85015 | Contract Administrator | $260,285 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON 501 · TEMPE, AZ 85021 | Actuarial | $75,560 |
VERUS2 years Filed as: VERUS ADVISORS, INC Service code 17 · EIN 91-1320111 2321 ROSECRANS SUITE 2250 · EL SEGUNDO, CA 90245 | Pension Consulting | $48,000 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET · PHOENIX, AZ 85082 | Legal | $36,024 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $27,102 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $21,078 |
WARD KEENAN AND BARRETT, PC5 years Service code 29 · EIN 86-0274260 | Legal | $16,680 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE · NEW YORK, NY 10167 | Investment Management | $13,756 |
PGIM INVESTMENTS4 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $12,315 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $12,098 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $187,247-100.0% | $164,721-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | -15.88% | -5.84%-10.0pp | -5.85%-10.0pp | -14.65%-1.2pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |